The Senior/Lead Trainer- Financial Professionals, is responsible for the coordination of learning programs to external agents who sell Transamerica products. This person provides analysis, design, delivery and success measurements of learning solutions. Designs materials and resources to support strategic clients and programs. Develops and supports the face-to-face virtual and in-person learning needs for medium to large scale projects. Monitors and evaluates the effectiveness of learning programs for the learner, business unit and the organization. Works closely with the team to ensure programs align to strategic priorities and contribute to business goals. This role will foster a collaborative and productive learning environment, as a member of the newly formed Learning & Development Center of Excellence (COE) that supports all Transamerica lines of business. This COE reports into the CX/Marketing organization.
  • Responsibilities
    • Designs and delivers face to face virtual and in person training to agents/financial professionals.
    • Capable of providing ad hoc training to a large audience with varying degrees of knowledge on a subject
    • Support strategic initiatives; attend meetings and support project work in new products and system projects. Meet regularly with the leaders of strategic projects to assess involvement and impact, and identify gaps or items that need to be addressed throughout the process.
    • Continual process improvement and partnership with team members to ensure consistency and leverage knowledge and experience to ensure a quality product that adds value to the organization.
    • Lead the administration and coordination of learning programs.
    • Deliver and assess process and system training, utilizing customer feedback for improvements
    • Mentor team members on refinement of skills.
    • Design and develop curriculum, resources and job aids that support the success of the learning programs.
    • Continue to grow and develop as a learning professional by contributing to the success of the team. This will be done by demonstrating and sharing best learning practices with business groups and team members, and by acting as a role model in the learning professional field.
    • Develop and deliver operational and soft skills programs utilizing a variety of learning methods.
    • Analyze the effectiveness of learning programs.

    Qualifications

    • Bachelor’s degree in a business field or equivalent experience
    • Five years learning and development experience, most in a face-to-face training model
    • Industry and product knowledge in specialty areas based on business need (e.g. retirement, mutual fund, annuity, life, employee benefits)
    • Knowledge of & ability to demonstrate adult learning principles
    • Advanced documentation and technical writing skills
    • Strong communication and interpersonal skills
    • Exemplary customer service skills & motivational skills with the ability to work on a team and independently
    • Ability to incorporate creative and innovative solutions in a learning environment
    • Project management skills that include research capabilities and effective prioritization.

    Preferred Qualifications

    • Bilingual Chinese strongly preferred
    • Experience working with intermediaries or financial professionals
    • Strong technical aptitude, and willingness to learn new technology.
    • Training experience in insurance or other related business.
    • Experience with Microsoft SharePoint, learning technology tools and learning management systems.
    • Experience working in a team environment
    • Comprehensive knowledge of Microsoft 365 (including Teams), Zoom, and LMS capabilities
    • Familiar with instructional design capabilities
    • Excellent presentation skills and stage presence

    Working Conditions

    • Remote
    • Travel up to 25%

    This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

    *Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

    The Salary for this position generally ranges between $85,000 - $100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

    Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion